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iShares 0-5 Year TIPS Bond ETF

755 hedge funds and large institutions have $9.92B invested in iShares 0-5 Year TIPS Bond ETF in 2025 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 347 increasing their positions, 175 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 49

98% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 175

15% more funds holding

Funds holding: 656755 (+99)

12% more capital invested

Capital invested by funds: $8.88B → $9.92B (+$1.04B)

3% more funds holding in top 10

Funds holding in top 10: 5860 (+2)

0.47% more ownership

Funds ownership: 77.4%77.87% (+0.47%)

Holders
755
Holders Change
+99
Holders Change %
+15.09%
% of All Funds
9.94%
Holding in Top 10
60
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.45%
% of All Funds
0.79%
New
157
Increased
347
Reduced
175
Closed
49
Calls
$463K
Puts
Net Calls
+$463K
Net Calls Change
+$196K
Name Holding Trade Value Shares
Change
Change in
Stake
SXL
401
Summit X LLC
Missouri
$877K +$875K +8,525 New
JPLA
402
Joseph P. Lucia & Associates
New York
$868K -$55.9K -545 -6%
PGAM
403
Princeton Global Asset Management
New Jersey
$866K -$8.72K -85 -1%
MWM
404
Maripau Wealth Management
Indiana
$857K +$85.4K +832 +11%
EAM
405
Empirical Asset Management
Massachusetts
$855K +$188K +1,834 +28%
LA
406
Latitude Advisors
Florida
$853K -$42.7K -416 -5%
CNTOF
407
Canandaigua National Trust of Florida
New York
$822K
MLA
408
My Legacy Advisors
Oregon
$818K +$818K +7,970 New
PIMG
409
Patriot Investment Management Group
Tennessee
$808K
AIA
410
Arbor Investment Advisors
North Carolina
$804K -$63.3K -617 -7%
SHIM
411
Stone House Investment Management
Pennsylvania
$798K +$742K +7,235 +1,397%
3F
412
360 Financial
Minnesota
$792K
SFA
413
Sequoia Financial Advisors
Ohio
$790K +$63.4K +618 +9%
TWP
414
Tyche Wealth Partners
Texas
$789K +$565K +5,504 +254%
AF
415
Allworth Financial
California
$789K -$1.03K -10 -0.1%
SWM
416
Selective Wealth Management
Virginia
$777K -$122K -1,187 -14%
EFG
417
Ehrlich Financial Group
California
$766K +$764K +7,444 New
RIA
418
Regal Investment Advisors
Michigan
$766K +$763K +7,440 New
WA
419
Waverly Advisors
Alabama
$765K +$16.7K +163 +2%
NCM
420
Northwest Capital Management
Oregon
$764K +$498K +4,859 +189%
SWP
421
Stratos Wealth Partners
Ohio
$760K +$26.1K +254 +4%
RI
422
Ridgewood Investments
New Jersey
$759K +$598K +5,833 +378%
IWM
423
IHT Wealth Management
Illinois
$755K +$306K +2,986 +69%
FIM
424
Freedom Investment Management
Connecticut
$746K -$249K -2,426 -25%
CAM
425
Cobblestone Asset Management
Virginia
$745K +$743K +7,239 New

STIP Hedge Fund Activity: Q2 2025 in Review

755 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q2 2025, worth a combined $9.92B — up 12% from $8.88B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new STIP positions and 49 closed out — a net gain of 108 holders — while 347 added to existing stakes and 175 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $260M. The largest seller was Thrive Capital Management (Pennsylvania), cutting an estimated $46.2M.

  • 755 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q2 2025, up from 656 in Q1 2025.
  • Funds reported $9.92B of iShares 0-5 Year TIPS Bond ETF stock for Q2 2025, up 12% quarter-over-quarter.
  • 157 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q2 2025 and 49 closed out, a net change of +108 holders.
  • The largest iShares 0-5 Year TIPS Bond ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $260M added.
  • The largest iShares 0-5 Year TIPS Bond ETF seller in Q2 2025 was Thrive Capital Management (Pennsylvania), an estimated $46.2M sold.

Based on aggregated 13F filings for Q2 2025.